Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Oracle Corporation (ORCL) -- Ignore unavailable to you. Want to Upgrade?

To: The Duke of URL© who wrote (11618)	9/8/1999 4:26:00 AM
From: Paul van Wijk	Respond to of 19080

There are several logic explanations. 1. Oracle has great fundamentals now that we more and more entering the web-economy. MSFT don't for example. They lack vision and are shooting on all what is moving. MSFT's plus has deep pockets full of money. SO they buy and buy and buy. Why, because Bill is paranoid. 2. Oracle has been in a trading range for quiet a while. Now they are leaving this range. The upcoming (and proba- bly good) earnings gives the stock the momentum. 3. Last time Oracle blew away the estimates and Oracle soared 30%. Wallstreet has not forgotten that and probably expects another blow out. 4. The Operating System was the center of the IT-universe in the last few decades. In the web-economy the database will be in the center. Very, very good for Oracle. But I doubt if Wallstreet already understands this 5. The net-stocks finally plunged big this year. So people are a little bit scared. They look for certainty. So we have seen a focus on the companies building the infrastructure. The dot.coms are all burning cash and at this moment it is impossible to predict who will win. Hopes this helps a little, Paul